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iShares Short Maturity Bond ETF

371 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 169 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 379371 (-8)

4.52% less ownership

Funds ownership: 68.8%64.28% (-4.5%)

16% less capital invested

Capital invested by funds: $4.45B → $3.73B (-$718M)

34% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 169

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
371
Holders Change
-8
Holders Change %
-2.11%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
169
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
251
Wintrust Investments
Illinois
$497K -$96.4K -1,951 -16%
VC
252
Veracity Capital
Georgia
$492K -$391K -7,900 -45%
TC
253
TownSquare Capital
Utah
$492K
JWBC
254
John W. Brooker & Co
California
$487K -$541K -10,936 -53%
PCG
255
Private Capital Group
Connecticut
$485K -$332K -6,709 -41%
SP
256
Successful Portfolios
Florida
$477K -$22.9K -464 -5%
EWA
257
EP Wealth Advisors
California
$461K -$513K -10,380 Closed
IA
258
IFP Advisors
Florida
$456K -$416K -8,424 -48%
LTI
259
Laffer Tengler Investments
Tennessee
$453K +$448K +9,067 New
AFS
260
Access Financial Services
Minnesota
$446K +$4.05K +82 +0.9%
NGA
261
Naples Global Advisors
Florida
$445K +$167K +3,385 +61%
TFA
262
Teamwork Financial Advisors
Texas
$439K +$434K +8,787 New
AF
263
Affiance Financial
Minnesota
$435K -$34.5K -698 -7%
SG
264
Somerset Group
Minnesota
$424K +$166K +3,350 +65%
MFG
265
Magnus Financial Group
New York
$405K
M&T Bank
266
M&T Bank
New York
$403K -$899K -18,192 -69%
AW
267
ACG Wealth
Georgia
$403K
W
268
WealthStone
Ohio
$400K +$396K +8,007 New
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$397K +$261K +5,271 +198%
FHA
270
Flagship Harbor Advisors
Massachusetts
$396K +$86.3K +1,745 +28%
FAM
271
Flaharty Asset Management
Florida
$390K
MM
272
Main Management
California
$380K -$24.8M -502,369 -99%
CPIG
273
Chicago Partners Investment Group
Illinois
$380K +$1.53K +31 +0.4%
RWA
274
Ropes Wealth Advisors
Massachusetts
$380K +$376K +7,600 New
TSS
275
Two Sigma Securities
New York
$371K +$367K +7,416 New

NEAR Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2020, worth a combined $3.73B — down 16% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEAR and 47 opened new positions — a net loss of 5 holders — while 169 trimmed existing stakes and 111 added.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 371 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $3.73B of iShares Short Maturity Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 47 funds opened new iShares Short Maturity Bond ETF positions in Q2 2020 and 52 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2020 was Bank of America, an estimated $119M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q2 2020.